View payment details

Created by Emily A, Modified on Tue, 31 Dec, 2024 at 10:41 PM by Emily A

Let's take a closer look at the payment details below.


How to view the payment details?


Step 1 Select Client> specific client> money matters.



Step 2: Click on action button and select view payment details option



Step 3: View payment details will be displayed and there are two options to sort the payments, they are upcoming payment and past payment.



  Payment details grid consists of:

  • Invoice No: Unique identifier for each invoice.
  • Paid Amount: The amount paid towards the invoice.
  • Scheduled On: The date when the payment was scheduled.
  • Status: The current status of the payment (e.g., Partially Paid, Awaiting Payment).




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